Skip to main content
Simple Fund 360 Knowledge Centre Help Centre home page Simple Fund 360 Knowledge Centre
  • Community
  • Sign in
  • Sign in
  • Community
  1. Simple Fund 360 Knowledge Centre
  2. Common Support Queries
  3. Migration

Migration

  • Custom Migration Mapping Rules
  • Error: Migration Utility is not in the current version and the update is not working
  • Fixed Interest Securities (Term Deposits) Migration
  • How to Amend Prior Year Data from Another Firm’s Simple Fund 360 (post Fund transfer)
  • How to record Dividend Reinvestment Plan Residual Balance post fund migration?
  • Internal Transfer Journals generated post Migration
  • Migrate Note Items
  • Migrating a Simple Fund file to Simple Fund 360 where a Simple Fund Desktop Subscription does not exist
  • Migration - Bank Account Missing
  • Migration - Duplicate Investment Security Codes
  • Migration - How to export a CSV for future period transactions
  • Migration Failed: Could not Import Chart Accounts
  • Migration of ATO Supervisory Levy account
  • Migration of Contacts with ACN
  • Migration of Investment accounts to .AX category
  • Migration Validation Error: Fund has not been finalised to year end and balanced forward to the next financial year
  • Multiple accumulation accounts for one member
  • TFN, Foreign and Imputed/Franking Credits not included as Income on Operating Statement
  • Transfer From Other Liabilities to Limited Recourse Borrowing Arrangements Account (85500)
  • What is the earliest financial year a fund can processed prior to migration?
Simple Fund 360 Knowledge Centre